Cerity Partners

Cerity Partners Portfolio holdings

AUM $68.6B
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.9B
AUM Growth
+$7.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,375
New
Increased
Reduced
Closed

Top Buys

1
+$540M
2
+$93M
3
+$87.2M
4
MRK icon
Merck
MRK
+$73.5M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$71.9M

Top Sells

1
+$3.4B
2
+$2.55B
3
+$1.65B
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.6B
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.37B

Sector Composition

1 Technology 15.01%
2 Financials 8.22%
3 Healthcare 7.85%
4 Consumer Staples 5.56%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$260K ﹤0.01%
+9,300
1952
$259K ﹤0.01%
+2,153
1953
$258K ﹤0.01%
+2,968
1954
$258K ﹤0.01%
3,756
+770
1955
$258K ﹤0.01%
+15,772
1956
$258K ﹤0.01%
+4,837
1957
$257K ﹤0.01%
4,149
+4
1958
$257K ﹤0.01%
22,046
1959
$256K ﹤0.01%
18,719
-1,042
1960
$256K ﹤0.01%
+2,000
1961
$256K ﹤0.01%
+1,742
1962
$255K ﹤0.01%
+6,655
1963
$255K ﹤0.01%
+11,387
1964
$255K ﹤0.01%
+5,610
1965
$255K ﹤0.01%
+1,789
1966
$254K ﹤0.01%
+9,964
1967
$254K ﹤0.01%
4,506
+107
1968
$253K ﹤0.01%
3,788
+717
1969
$252K ﹤0.01%
+4,281
1970
$251K ﹤0.01%
+5,414
1971
$251K ﹤0.01%
10,422
+44
1972
$251K ﹤0.01%
7,505
1973
$251K ﹤0.01%
11,629
-8,972
1974
$250K ﹤0.01%
+9,113
1975
$250K ﹤0.01%
+20,912
77 78
79
80 81